Funds From: ppvfx - American Funds Preservation Port F1 to jdpnx - Perkins Mid Cap Value N - Mid Blend


  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Short-Term Bond
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  • Category: Muni National Interm
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  • Category: Muni National Interm
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Gbp Irs 10yr Receiver (Jpm) 0.716 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 1.992 Aug 23 22 , Gbp Irs 10yr Receiver (Db) 0.701 Aug 23 22 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
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  • Holdings: Facebook Inc Class A , Burlington Stores Inc , Time Warner Cable Inc , Constant Contact Inc , Travelers Companies Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Roche Holding AG Dividend Right Cert. , Novartis AG , Royal Dutch Shell PLC Class A , Nestle SA , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Nestle SA , Bayer AG , LVMH Moet Hennessy Louis Vuitton SA , Compass Group PLC , Danone ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Danone , Nestle SA , KDDI Corp , Reckitt Benckiser Group PLC , Compass Group PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 5 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Visa Inc Class A , Danaher Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Pfizer Inc , American International Group Inc , Procter & Gamble Co , Novartis AG ADR ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , America Movil SAB de CV Class L , Procter & Gamble Co , Oracle Corporation , Coca-Cola Co ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Republic Services Inc Class A , PPL Corp , Alliant Energy Corp , Allstate Corp , Plains GP Holdings LP Class A ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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Funds From: ppvfx - American Funds Preservation Port F1 to jdpnx - Perkins Mid Cap Value N - Mid Blend
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